East Central Wisconsin · Staffed headquarters
CPA-led small-business accounting in Fond du Lac
Keeping the books current while running a business can leave little time to prepare for taxes. From our staffed Fond du Lac headquarters, Passageway Financial is a CPA-led firm helping East Central Wisconsin owners connect bookkeeping, business tax returns and planning where included in their package.
Request an Accounting QuoteOne form • Team-reviewed scope and pricing • Optional free video consultation
Video meetings preferred. In-person meetings by prior appointment.
Fond du Lac is our staffed headquarters. Our team works primarily online through the secure portal and video calls. If an in-person meeting would be helpful, arrange it beforehand. You can request a quote without scheduling a meeting.
A tax-ready foundation for East Central Wisconsin owners
When you run a service business or professional practice, bookkeeping and tax preparation should not feel like separate conversations. Current QuickBooks Online records give the team a foundation for reviewing business income, expenses and owner-related tax questions. We confirm which business and applicable personal returns belong in your engagement.
Whether your business is in Fond du Lac, Oshkosh or the surrounding East Central Wisconsin communities, the working process is primarily remote: secure document exchange, connected accounting tools and scheduled conversations. Choosing this office does not require regular in-person visits.
Choose ongoing support or resolve a defined backlog
Bronze, Silver and Gold are monthly accounting packages, sized by revenue and confirmed scope. Bronze includes an annual review; Silver and Gold include quarterly tax projections and planning. Gusto payroll and sales-tax work depend on the package and agreed needs, rather than being assumed for every business.
If you need to untangle prior months before deciding on ongoing support, ask about a fixed-scope QuickBooks Online cleanup or catch-up project. Current or overdue tax returns and a one-time tax projection can also be quoted without a monthly subscription. Historical work is generally separate, and a project does not include year-round monitoring.
Before requesting your quote
Tell us your approximate annual revenue, when you would like help and whether your books or returns are behind. You do not need to choose a package first. The one-page form gives our team enough context to review fit and confirm scope and pricing; submitting it does not book an appointment.
Our focus is owner-operated small businesses, generally under $5 million in revenue. We confirm the work that fits your business before getting started; the Services and Projects pages explain package inclusions and project scope.
Related reading for business owners
- Bookkeeping vs. tax preparation
Understand how current records support your annual tax work.
- Cleanup or monthly accounting?
Decide whether a backlog needs its own project first.
- Preparing for estimated taxes
Gather the information needed for a useful planning conversation.
Compare monthly packages · Review one-time projects · Switching and next steps · All offices